See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $65,561-59.6% | $86,188-69.2% | $75,163-64.7% |
| Participation rate | 59.2% | 60.5%-1.3pp | 69.0%-9.8pp | 67.2%-8.0pp |
| Annual return | 12.40% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.2pp |
| Employer contribution / active EE | $713 | $1,553-54.1% | $2,380-70.1% | $2,670-73.3% |
| Participant deferral / active EE | $2,065 | $3,024-31.7% | $3,985-48.2% | $4,125-49.9% |
| Admin fee / account holder | $3,735 | $5,474-31.8% | $6,852-45.5% | $5,651-33.9% |